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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$20.42
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets50.43M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SMLKX vs VSMAX Comparison Chart in %
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SMLKX vs. VSMAX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMLKX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SMLKX (50.4M). VSMAX pays higher dividends than SMLKX: VSMAX (1.40) vs SMLKX (0.54). SMLKX was incepted earlier than VSMAX: SMLKX (22 years) vs VSMAX (25 years). SMLKX (1.41) is less costly to investors than VSMAX (0.05). SMLKX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (13.00). SMLKX has a lower initial minimum investment than VSMAX: SMLKX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. SMLKX (-9.65). VSMAX return over 5 years is better than : 66.87 vs. SMLKX (19.76).
| SMLKX | VSMAX | SMLKX / VSMAX | |
| Total Expense Ratio | 1.41 | 0.05 | 2,820% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -1.858 | 2.804 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4M | 153B | 0% |
| Annual Yield % from dividends | 0.54 | 1.40 | 39% |
| Returns for 1 year | -9.65 | 8.49 | -114% |
| Returns for 3 years | -3.02 | 34.27 | -9% |
| Returns for 5 years | 19.76 | 66.87 | 30% |
| Returns for 10 years | 0.61 | 115.21 | 1% |
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